GM Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Buy
2025
Q2
$318K Sell
2025
Q1
$320K Sell
2024
Q4
$471K Buy
2024
Q3
$202K Buy
2023
Q1
Sell
2022
Q4
$407K Hold
2022
Q3
$378K Hold
2022
Q2
$399K Hold
2022
Q1
$473K Buy